File Imports From Fidelity

Forum|Forum|1 year ago
February 23, 2025
2 replies
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I can not import 2024 form 1099s from Fidelity. Fidelity says they are available. TurboTax says, "The import was unsuccessful. There isn't any tax related info to import right now." However, nothing ever opened in TurboTax to allow me to enter my fidelity account or login information. This seems familiar to a problem I have encountered in past years.

TurboTax Basic Windows

hung05

I have the same problem. I can get pdf fil from Fidelity but Turbotax. It popup "... unavailable at this time". Call Fidelity they said call TurboTax. They said people import to Quicken have no problem

TurboTax personnel, please help.

mglauner

Try double-clicking on Fidelity in the Search Results, after typing in 'Fidelity'. See if this gets you to the Sign In page.

Many import issues have been solved by other users by disabling anti-virus programs (including modem). Here's How to Turn Off Anti-Virus Programs. Make sure you have 'third party access' in your Fidelity account settings.

If using TurboTax Online, be sure to close the program, and clear your Cache and Cookies between attempts. If you can download a PDF of your 1099's, you can make a one-line entry for the totals in the 1099-Int/Div sections. You can then attach a PDF of your 1099-B's to your return. Choose 'Enter in a different way' at the import screen, then choose 'Sales Section Totals' and you'll come to a screen where you can drag and drop in the PDF of 1099-B's.

In TurboTax Desktop, you can manually enter Summary Totals for each of your 1099-B categories. Here's How to Enter a Summary in Lieu of Individual Transactions.

@leitecrb

@hung05

@jdhubble

leitecrb

I am having a similar problem. When I try to import data from Fidelity, it shows the accounts on TurboTax, when I click Import Now, it seems to be running but it does not go anywhere. If I try to do anything it aborts TurboTax with an error.

bclee

Employee

I am having the same problem with with importing from Fidelity as @leitecrb . I'm able to select which dataset to import but when I hit Import, it seems to import and then stays stuck on the same screen. The state tax owed number is correct but Federal is stuck at $0. If I click on File or try go go elsewhere, Turbotax crashes, sometime with a Turbotax error reporting form. When I restart TurboTax, it either recovers the file which is stuck, or it has lost all the imported Fidelity data. I've switched browsers, turned off antivirus, and reinstalled Turbotax all over again, and talked with Intuit Product Support and Fidelity. Next step is try Turbotax support 888 802 0584 and Fidelity EC Support 800 544 7595 but they are only available M-F. Worst case fallback is to manually enter summary numbers and take an extension.

Importing from Vanguard worked fine. Importing from First Tech could not connect to their system.

baldietax

if I was a gambling man I would bet at this point if you still have an import issue and have tried all the usual troubleshooting steps it's unlikely you'll fix it quickly and probably waste many hours on the phone with TT.

unless you're day trading options and have a lot of 1099-B adjustments (wash sales, AMD, non covereds) which are best input at detailed level to generate Form 8949 and avoid mailing the IRS, most 1099-B can be entered at summary level and INT/DIV are easy to input, usually need manual adjustment anyway.